Jeffery T Albaneze
Investment adviser representative at Atlantic Edge Private Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$604.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Atlantic Edge Private Wealth Management, LLCAug 2023 to now
- Bdo Wealth Advisors, LLCApr 2017 to now
- Lba Wealth Management, LLCJun 2014 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Atlantic Edge Private Wealth Management
Legal name: Atlantic Edge Private Wealth Management, LLC
$604.3MAssets managed
287Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6674627
- Firm CRD
- 327354